Unclaimed
Andrei Dobrovinsky is a financial professional with over 16 years of experience in the industry. Andrei is currently registered with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Previously, Andrei worked for SVB Investment Services Inc. in Cottonwood Heights, Utah and Goldman Sachs & Co. LLC in Salt Lake City, Utah. Andrei holds multiple industry licenses and certifications, including Series 7, 9, 10, 24, 57TO, 63, 66, 99TO and SIE. Andrei specializes in providing financial advice and services for individuals, corporations, pooled investment vehicles, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
UT
07/18/2024 - Present
Goldman Sachs & Co. LLC (SALT LAKE CITY UT)
UT
07/02/2020 - 05/18/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
04/12/2017 - 06/22/2020
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
UT
07/10/2006 - 03/01/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2017
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/23/2020
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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